Michelle CrossCRD Number: 6094223
Current Firm: H. Beck, Inc.
Michelle Cross (CRD# 6094223) is an Investment Advisor Representative working at H. Beck, Inc. in Sarasota, FL and has over 4 years of experience in the finance industry. Michelle Cross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|H. Beck, Inc.||Bethesda, MD||Apr 2016 - Current||1|
|Ameriprise Financial Services||Sarasota, FL||Jul 2015 - Apr 2016||< 1|
|Ameriprise Financial Services||Wilmington, DE||Jul 2012 - Jul 2015||3|
|Belfint, Lyons & Shuman, P.a.||Wilmington, DE||Apr 2007 - Jul 2012||5|
|Deloitte & Touche LLP||Philadelphia, PA||Sep 2002 - Mar 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management1,825MILLIONS
Total Number of Accounts10,457ACCOUNTS
Average Account Value$174,531
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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